iShares Agency Bond ETF
AGZ
95 hedge funds and large institutions have $247M invested in iShares Agency Bond ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 17 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
4% less funds holding
Funds holding: 99 → 95 (-4)
4.21% less ownership
Funds ownership: 65.31% → 61.1% (-4.2%)
17% less capital invested
Capital invested by funds: $297M → $247M (-$50.5M)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.94M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$5.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.68M |
| 4 |
Jane Street
New York
|
+$3.08M |
| 5 |
AssetMark Inc
Concord,
California
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$56.3M |
| 2 |
BlackRock
New York
|
-$5.32M |
| 3 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$3.2M |
| 4 |
Goldman Sachs
New York
|
-$2.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.51M |
AGZ Hedge Fund Activity: Q2 2018 in Review
95 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2018, worth a combined $247M — down 17% from $297M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of AGZ and 13 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 26 added.
The largest buyer was Raymond James & Associates, adding an estimated $7.94M. The largest seller was Wells Fargo, cutting an estimated $56.3M.
- 95 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2018, down from 99 in Q1 2018.
- Funds reported $247M of iShares Agency Bond ETF stock for Q2 2018, down 17% quarter-over-quarter.
- 13 funds opened new iShares Agency Bond ETF positions in Q2 2018 and 17 closed out, a net change of -4 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2018 was Raymond James & Associates, an estimated $7.94M added.
- The largest iShares Agency Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $56.3M sold.
Based on aggregated 13F filings for Q2 2018.